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This Great Graphic was on Barry Ritholtz's Big Picture blog. It originally was from Morgan Stanley's Adam Parker. It notes that nearly 90% of this year's earnings growth of the S&P 500 companies can be traced to 2% or 10 companies.
There seems to be two industries represented and Big Oil is not one of them. It is finance with 6 of the top 10, but if you allow the include of GE (due to GE Finance) finance accounts for 70%. Technology is the other industry, led by Apple, IBM and Western Digital.
It is even more concentrated than the chart suggests. Four companies--three financial services (AIG, Goldman and Bank of America) and one technology firm (Apple) provided over half of the earnings growth of the S&P 500.